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The Morningstar Sustainability Rating is a measure of how well the portfolio holdings are managing their ESG Risk relative to the portfolio’s Global Category peer group.
The Morningstar Historical Sustainability Score is a weighted average of the trailing 12 months of Morningstar Portfolio Sustainability Scores. Historical portfolio scores are not equal-weighted; rather, more-recent portfolios are weighted more heavily than older portfolios. Based on their Morningstar Historical Sustainability Score, investments are assigned absolute category and percent ranks within their Morningstar Global Categories. An investment's Morningstar Sustainability Rating (Globe Rating) is its normally distributed ordinal score and descriptive rank relative to the investment's global category. Higher ratings are better and indicate that an investment has, on average, more of its assets invested in companies that have lower ESG risk as characterized by Sustainalytics.
Sustainable Investment data for specific universes- model portfolios, Canadian pooled funds, collective investment trusts, and Separately Managed Accounts- is self-reported by the investment provider and is not verified by Morningstar through prospectuses, offering documents, or regulatory filings.